GM

GeoWealth Management Portfolio holdings

AUM $2.49B
This Quarter Return
-0.52%
1 Year Return
+6.77%
3 Year Return
+11.22%
5 Year Return
+50.94%
10 Year Return
AUM
$2.49B
AUM Growth
-$570M
Cap. Flow
-$520M
Cap. Flow %
-20.88%
Top 10 Hldgs %
43.06%
Holding
1,847
New
56
Increased
313
Reduced
674
Closed
784
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$91.8K﹤0.01% 249
-111
-31%
-$40.9K
$91.4K﹤0.01% 1,484
-2,273
-61%
-$140K
$91.3K﹤0.01% 457
-55
-11%
-$11K
$91K﹤0.01% 934
-676
-42%
-$65.9K
$91K﹤0.01% 454
+43
+10%
+$8.62K
$90.9K﹤0.01% 15,510
+1,732
+13%
+$10.2K
$90K﹤0.01% 267
-764
-74%
-$257K
$89.2K﹤0.01% 911
-32
-3%
-$3.13K
$89.1K﹤0.01% 746
-1,742
-70%
-$208K
$89K﹤0.01% 775
-2,584
-77%
-$297K
$88.9K﹤0.01% 314
-156
-33%
-$44.2K
$88.7K﹤0.01% 2,372
-1,222
-34%
-$45.7K
$88.3K﹤0.01% 585
$87.8K﹤0.01% 779
+196
+34%
+$22.1K
$87.1K﹤0.01% 13,224
+188
+1%
+$1.24K
$85.6K﹤0.01% 279
+8
+3%
+$2.45K
$85.3K﹤0.01% 2,177
-1,962
-47%
-$76.9K
$85.2K﹤0.01% 2,080
-578
-22%
-$23.7K
$85K﹤0.01% 429
-436
-50%
-$86.3K
$84.9K﹤0.01% 3,374
+268
+9%
+$6.74K
$84.8K﹤0.01% 323
-192
-37%
-$50.4K
$83.4K﹤0.01% 164
-71
-30%
-$36.1K
$83.2K﹤0.01% 571
-1,527
-73%
-$223K
$82.6K﹤0.01% 480
-645
-57%
-$111K
$82.5K﹤0.01% 491
-1,115
-69%
-$187K